CCD

Calamos Dynamic Convertible & Income Fund
CCD

Overview Fund Activity

57 hedge funds and large institutions have $95M invested in Calamos Dynamic Convertible & Income Fund in 2023 Q2 according to their latest regulatory filings, with 8 funds opening new positions, 20 increasing their positions, 19 reducing their positions, and 5 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
57
Holders Change
+1
Holders Change %
+1.79%
% of All Funds
0.9%
Holding in Top 10
–
Holding in Top 10 Change
–
Holding in Top 10 Change %
–
% of All Funds
–
New
8
Increased
20
Reduced
19
Closed
5
Calls
–
Puts
–
Net Calls
–
Net Calls Change
–

Top Buyers

1
Wells Fargo
Wells Fargo
California
$25.3M
2
GC
Guggenheim Capital
Illinois
$8.02M
3
DADC
D.A. Davidson & Co
Montana
$8.03M
4
Truist Financial
Truist Financial
North Carolina
$3.88M
5
Morgan Stanley
Morgan Stanley
New York
$6.1M

Top Sellers

1
WEG
World Equity Group
Illinois
$284K
2
Bank of America
Bank of America
North Carolina
$6.52M
3
Commonwealth Equity Services
Commonwealth Equity Services
Massachusetts
$2.5M
4
Ameriprise
Ameriprise
Minnesota
$1.59M
5
LPL Financial
LPL Financial
California
$2.92M
Name Holding Trade Value Shares
Change 		Shares
Change %
PWS
26
Paragon Wealth Strategies
Florida
$393K +$2.22K +102 +0.6%
CCG
27
Capital CS Group
California
$389K -$42.5K -1,955 -10%
NA
28
NewEdge Advisors
Louisiana
$378K +$28.3K +1,300 +8%
KPWS
29
Kestra Private Wealth Services
Texas
$364K +$2.96K +136 +0.8%
WS
30
Wedbush Securities
California
$324K -$18K -830 -5%
AR
31
Apeiron RIA
Texas
$306K +$1.26K +58 +0.4%
HA
32
Herold Advisors
New York
$302K -$57.2K -2,631 -16%
KAS
33
Kestra Advisory Services
Texas
$297K -$6.65K -306 -2%
Mercer Global Advisors
34
Mercer Global Advisors
Colorado
$293K – – –
WEG
35
World Equity Group
Illinois
$284K -$5.97M -274,704 -95%
RW
36
RVW Wealth
California
$281K – – –
CF
37
Centaurus Financial
California
$250K -$11.4K -525 -4%
PIA
38
Perennial Investment Advisors
California
$244K +$26.1K +1,200 +12%
DWP
39
Daymark Wealth Partners
Ohio
$243K +$243K +11,200 New
SWP
40
Semus Wealth Partners
Florida
$237K -$2.13K -98 -0.9%
BW
41
Bison Wealth
Georgia
$235K – – –
AWS
42
Atria Wealth Solutions
New York
$221K -$3.94K -181 -2%
TWP
43
Tempus Wealth Planning
California
$209K – – –
HI
44
Harbour Investments
Wisconsin
$83.3K +$1.02K +47 +1%
WT
45
Washington Trust
Rhode Island
$49.9K +$49.9K +2,296 New
IRC
46
Investors Research Corp
Georgia
$46.5K – – –
VWM
47
Valley Wealth Managers
New Jersey
$32.6K +$32.6K +1,500 New
GWS
48
Glassman Wealth Services
Virginia
$29.4K -$4.57K -210 -13%
NSIM
49
North Star Investment Management
Illinois
$20.7K – – –
EC
50
Elequin Capital
New York
$19.6K -$2.8K -129 -13%
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